What people are saying
“The saved search training for accountants is great. We have incorporated it into onboarding for future accounting hires.”
-Kevin, Corporate Controller
"I found OptimalData's saved search course to be extremely helpful in helping us understand the basics of saved searches."
-Matt, Accounting Manager
What you will learn
In this course, you will learn three common saved searches I build for all my clients. You'll also learn primary fields, tips and tricks, and how to combine saved searches and CSV imports to gain new NetSuite reporting efficiencies.
Introduction
Available in
days
days
after you enroll
NetSuite Basics
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days
days
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All Posting Transactions Saved Search
Available in
days
days
after you enroll
Account Segment Saved Search
Available in
days
days
after you enroll
Midpoint check-in
Available in
days
days
after you enroll
Updating Customer Records with Saved Search and CSV Uploads
Available in
days
days
after you enroll
Conclusion and next steps
Available in
days
days
after you enroll
Check your inbox to confirm your subscription